Q3 2025 Keysight Technologies Inc Earnings Call Transcript
Key Points
- Keysight Technologies Inc (KEYS) reported an 11% year-over-year increase in revenue to $1.4 billion, exceeding the high end of their guidance.
- Orders increased by 7% with growth across both the Communications Solutions Group (CSG) and Electronic Industrial Solutions Group (EISG) segments.
- The company saw strong growth in aerospace, defense, government, and general electronics, with stability in wireless and automotive sectors.
- Keysight Technologies Inc (KEYS) is capitalizing on AI momentum, with significant investments in AI-related technologies and partnerships, such as with AMD for PCIe Gen 6 compliance validation.
- The company reported a gross margin of 64% and an operating margin of 25%, with earnings per share of $1.72, up 9% year over year.
- The company is facing challenges with tariffs, which are expected to increase their tariff exposure by approximately $75 million annually.
- Despite strong performance, the automotive sector remains stable year over year, indicating potential challenges in achieving growth in this segment.
- The broader 6G commercialization is still years away, which may delay potential revenue from this technology.
- The company is experiencing headwinds in the semiconductor sector, despite robust demand for wafer test solutions.
- There are ongoing geopolitical and macroeconomic uncertainties that could impact future performance and market conditions.
Good day, ladies and gentlemen. And welcome to the Keysight Technologies fiscal third-quarter 2025 earnings conference call. My name is Reagan, and I will be your lead operator today. (Operator Instructions) This call is being recorded today, Tuesday, August 19, 2025, at 1:30 PM Pacific Time.
I'd like they hand the call over to Paulenier Sims, Director of Investor Relations. Please go ahead, Ms. Sims.
Thank you, and welcome, everyone, to Keysight's third-quarter earnings conference call for fiscal year 2025. Joining me are Keysight's President and CEO, Satish Dhanasekaran; our CFO, Neil Dougherty, and our Senior Vice President of Global Sales, Steve Yoon.
The press release and information to supplement today's discussion are on our website at investor.keysight.com under Financial Information and Quarterly Reports. Today's comments will refer to non-GAAP financial measures.
We will also make reference to core growth, which excludes the impact of currency
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